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Morgan Stanley
MS

Overview Fund Activity

2,066 hedge funds and large institutions have $157B invested in Morgan Stanley in 2025 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 873 increasing their positions, 743 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,066
Holders Change
-19
Holders Change %
-0.91%
% of All Funds
28.06%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.39%
New
172
Increased
873
Reduced
743
Closed
154
Calls
$2.36B
Puts
$3.92B
Net Calls
-$1.56B
Net Calls Change
-$254M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$891M
2
Barclays
Barclays
United Kingdom
+$408M
3
Goldman Sachs
Goldman Sachs
New York
+$305M
4
Bank of America
Bank of America
North Carolina
+$268M
5
AI
Axiom Investors
Connecticut
+$181M

Top Sellers

1
State Street
State Street
Massachusetts
-$482M
2
Capital International Investors
Capital International Investors
California
-$350M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$326M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$286M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
301
Erste Asset Management
Austria
$19.4M -$21.1M -179,708 -52%
SMDAM
302
Sumitomo Mitsui DS Asset Management
Japan
$19.3M +$591K +5,064 +3%
MOACM
303
Mutual of America Capital Management
New York
$19.3M -$650K -5,569 -3%
Osaic Holdings
304
Osaic Holdings
Arizona
$19.2M -$4.16M -35,647 -18%
Cambridge Investment Research Advisors
305
Cambridge Investment Research Advisors
Iowa
$19.1M +$1.85M +15,825 +11%
O
306
Ossiam
France
$19.1M -$4.21M -36,124 -18%
MCM
307
MAI Capital Management
Ohio
$18.8M -$513K -4,396 -3%
AssetMark Inc
308
AssetMark Inc
California
$18.7M -$3.1M -26,529 -14%
MAM
309
Magellan Asset Management
Australia
$18.6M +$1.92M +16,475 +12%
PAI
310
Pittenger & Anderson Inc
Nebraska
$18.6M – – –
WB
311
WesBanco Bank
West Virginia
$18.6M +$794K +6,808 +4%
FAM
312
Fred Alger Management
New York
$18.5M +$1.05M +8,991 +6%
William Blair & Company
313
William Blair & Company
Illinois
$18.3M -$48.2K -413 -0.3%
Brown Advisory
314
Brown Advisory
Maryland
$18.2M -$24.9K -213 -0.1%
MAM
315
Madison Asset Management
Wisconsin
$18.1M -$1.33M -11,372 -7%
AP
316
Appleton Partners
Massachusetts
$18.1M +$198K +1,698 +1%
FAF
317
Fjarde Ap-fonden
Sweden
$18M -$4.06M -34,800 -18%
IMPI
318
Ilmarinen Mutual Pension Insurance
Finland
$17.7M -$10.1M -86,500 -36%
CWM
319
CIBC World Markets
New York
$17.7M -$4.96M -42,550 -22%
BMSSC
320
B. Metzler seel. Sohn & Co
Germany
$17.7M -$4.74M -40,642 -21%
CII
321
Capital International Inc
California
$17.6M -$2.13M -18,216 -11%
TPSF
322
Texas Permanent School Fund
Texas
$17.4M +$17.4M +151,082 New
NAM
323
Nissay Asset Management
Japan
$17.4M +$145K +1,243 +0.8%
VC
324
Vestor Capital
Illinois
$17.1M +$3.04M +26,042 +22%
BF
325
BOK Financial
Oklahoma
$17M -$188K -1,610 -1%
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